HCP

Hexagon Capital Partners Portfolio holdings

AUM $499M
1-Year Est. Return 20.02%
This Quarter Est. Return
1 Year Est. Return
+20.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,515
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$248K
3
+$248K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$214K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$209K

Top Sells

1
+$297K
2
+$225K
3
+$183K
4
AVGO icon
Broadcom
AVGO
+$160K
5
FDX icon
FedEx
FDX
+$148K

Sector Composition

1 Consumer Staples 33.64%
2 Industrials 19.71%
3 Consumer Discretionary 7.55%
4 Technology 6.79%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$2.62K ﹤0.01%
98
-167
1027
$2.62K ﹤0.01%
7
+2
1028
$2.6K ﹤0.01%
128
1029
$2.58K ﹤0.01%
+19
1030
$2.56K ﹤0.01%
33
1031
$2.55K ﹤0.01%
58
1032
$2.54K ﹤0.01%
40
1033
$2.54K ﹤0.01%
38
1034
$2.54K ﹤0.01%
22
1035
$2.52K ﹤0.01%
12
1036
$2.52K ﹤0.01%
56
-21
1037
$2.52K ﹤0.01%
605
-2
1038
$2.52K ﹤0.01%
124
-24
1039
$2.51K ﹤0.01%
116
-9
1040
$2.49K ﹤0.01%
55
1041
$2.49K ﹤0.01%
210
1042
$2.45K ﹤0.01%
91
1043
$2.44K ﹤0.01%
9
-2
1044
$2.44K ﹤0.01%
10
1045
$2.43K ﹤0.01%
27
+4
1046
$2.42K ﹤0.01%
25
1047
$2.39K ﹤0.01%
19
+4
1048
$2.38K ﹤0.01%
76
+26
1049
$2.34K ﹤0.01%
14
-123
1050
$2.32K ﹤0.01%
122
-39
40 41
42
43 44